User/Provider Build

1. User/Provider Build Galen Healthcare Solutions Empowering Extraordinary Patient Care

2. Questions and Answers • You will be muted • Please save your questions for Q+A at the end of the presentation • Feel free to submit questions via the Q+A panel to the left • We will try to get to them all at the end of the presentation

3. Today’s Agenda • Learn to read a cheatsheet • User/Provider Setup • TWUser Admin • Work Def Admin • Task Admin • Security Admin • Provider Admin • Charge Admin • Group Admin • Scan Setup

4. Things We Will Need • To build a provider, we need a few pieces of information • NPI • DEA number and expiration date • State license number and expiration date • Sites the provider will be working • Primary Specialty • PMS code

5. Hands On • Let’s head into the application and get to building!

6. Setting Up Users in Scan • Set Password • Select Security Group • Set Default Task Basket • Link Task Basket to Self

7. Set Password, Select Security Group, and Set Default Task Basket Step 1: Configure > System Security > Users

8. Set Password, Select Security Group, and Set Default Task Basket Step 2: Search for user by last name, highlight user, and click ‘Edit’ button

9. Set Password, Select Security Group, and Set Default Task Basket Step 3: Set password, confirm password, select security group, and set default task basket

10. Link Task Basket To Itself Step 1: Configure > System Setup > Shared TaskBaskets Setup

11. Link Task Basket To Itself Step 2: Find user from dropdown, highlight user, click ‘Edit’ button, search for user in ‘Owner’ dropdown, and click ‘OK’ button

12. Questions and/or Comments?

13. Galen Resources • If you have any questions regarding this webcast or any other educational materials from Galen, please e-mail education@galenhealthcare.com • Visit galenhealthcare.com to check out our wiki, blogs, and services/products